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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

4,463 hedge funds and large institutions have $394B invested in Berkshire Hathaway Class B in 2024 Q4 according to their latest regulatory filings, with 568 funds opening new positions, 1,707 increasing their positions, 1,550 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,463
Holders Change
+388
Holders Change %
+9.52%
% of All Funds
59.43%
Holding in Top 10
718
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+2.57%
% of All Funds
9.56%
New
568
Increased
1,707
Reduced
1,550
Closed
96
Calls
$10.3B
Puts
$6.2B
Net Calls
+$4.15B
Net Calls Change
-$192M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$67.1B
2
Morgan Stanley
Morgan Stanley
New York
$12.7B
3
BCP
BSN Capital Partners
United Kingdom
$616M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$17.2B
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.87B

Top Sellers

1
ECG
Edge Capital Group
Georgia
$8.7M
2
IAIM
International Assets Investment Management
Florida
$8.84M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
$8.91B
4
PFA
Pathway Financial Advisers
Indiana
$1.55M
5
Bank of America
Bank of America
North Carolina
$4.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
4526
Fullerton Fund Management
Singapore
– -$388K -844 Closed
QFA
4527
Quattro Financial Advisors
Texas
– -$386K -840 Closed
CCP
4528
Clough Capital Partners
Massachusetts
– -$355K -771 Closed
MPM
4529
MBB Public Markets
Illinois
– -$331K -720 Closed
HAS
4530
Horizon Advisory Services
New York
– -$329K -714 Closed
GSC
4531
Ground Swell Capital
South Carolina
– -$325K -707 Closed
CI
4532
Ceera Investments
Texas
– -$293K -637 Closed
CCM
4533
Crabel Capital Management
California
– -$271K -588 Closed
SPA
4534
Sherbrooke Park Advisers
New York
– -$249K -542 Closed
TMWM
4535
Taylor & Morgan Wealth Management
Michigan
– -$249K -541 Closed
ZIMP
4536
Zimmermann Investment Management & Planning
Pennsylvania
– -$249K -541 Closed
RA
4537
Rodgers & Associates
Pennsylvania
– -$246K -534 Closed
SFCL
4538
Strengthening Families & Communities LLC
Massachusetts
– -$244K -531 Closed
IFU
4539
iSAM Funds (UK)
United Kingdom
– -$242K -526 Closed
BCM
4540
Beck Capital Management
Texas
– -$241K -525 Closed
SWAG
4541
Spectrum Wealth Advisory Group
California
– -$237K -514 Closed
PI
4542
Parkside Investments
Illinois
– -$228K -495 Closed
WG
4543
Winton Group
United Kingdom
– -$226K -492 Closed
HIA
4544
Harvest Investment Advisors
Florida
– -$223K -485 Closed
TWM
4545
Tolleson Wealth Management
Texas
– -$220K -479 Closed
PCIG
4546
Partners Capital Investment Group
Massachusetts
– -$211K -459 Closed
TFA
4547
TPG Financial Advisors
Oregon
– -$207K -449 Closed
AWP
4548
Avid Wealth Partners
Texas
– -$207K -449 Closed
MHB
4549
Midwest Heritage Bank
Iowa
– -$205K -446 Closed
MAWAG
4550
Mid-American Wealth Advisory Group
Missouri
– -$202K -438 Closed
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